Hartford Multifactor Emerging Markets ETF
ROAM
11 hedge funds and large institutions have $39M invested in Hartford Multifactor Emerging Markets ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
38% more funds holding
Funds holding: 8 → 11 (+3)
25% more capital invested
Capital invested by funds: $31.3M → $39M (+$7.69M)
5.9% more ownership
Funds ownership: 92.56% → 98.46% (+5.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.18M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.89M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.66M |
| 4 |
PA
Paracle Advisors
Mercer Island,
Washington
|
+$982K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$794K |
Top Sellers
| 1 |
Jane Street
New York
|
-$1.27M |
| 2 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
-$155K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LS
1
Lattice Strategies
Wayne,
Pennsylvania
| $18.8M | -$155K | -6,665 | -0.8% |
|
|
PA
2
Paracle Advisors
Mercer Island,
Washington
| $11.6M | +$982K | +42,321 | +9% |
|
|
BCI
3
Brinker Capital Investments
Berwyn,
Pennsylvania
| $3.22M | +$2.18M | +93,800 | +212% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $1.93M | +$1.89M | +81,530 | +8,767% |
|
|
5
UBS Group
Zurich,
Switzerland
| $1.68M | +$1.66M | +71,737 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| $799K | +$794K | +34,236 | New |
|
7
HighTower Advisors
Chicago,
Illinois
| $395K | +$391K | +16,866 | New |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| $358K | +$130K | +5,600 | +57% |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $160K | +$29.9K | +1,290 | +23% |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $33K | +$3.04K | +131 | +10% |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | +$17.4K | +750 | New |
|
|
12
Jane Street
New York
| – | -$1.27M | -56,192 | Closed |
|
ROAM Hedge Fund Activity: Q2 2017 in Review
11 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q2 2017, worth a combined $39M — up 25% from $31.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ROAM positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $2.18M. The largest seller was Jane Street, exiting entirely with an estimated $1.27M sold.
- 11 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q2 2017, up from 8 in Q1 2017.
- Funds reported $39M of Hartford Multifactor Emerging Markets ETF stock for Q2 2017, up 25% quarter-over-quarter.
- 4 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q2 2017 and 1 closed out, a net change of +3 holders.
- The largest Hartford Multifactor Emerging Markets ETF buyer in Q2 2017 was Brinker Capital Investments, an estimated $2.18M added.
- The largest Hartford Multifactor Emerging Markets ETF seller in Q2 2017 was Jane Street, an estimated $1.27M sold.
Based on aggregated 13F filings for Q2 2017.